Pipeline
Deal Pipeline & Tracking
Sales Deals is Valor's opportunity workspace. Every deal carries its customer, addresses, owners, status history, Google Drive folder, proposals, agreements, and follow-up tasks in one tenant-scoped record — so nothing about an opportunity lives in someone's inbox or a stray spreadsheet.
- Deal statuses from New and In Progress through Quoted, On Hold, Won, and Lost
- Full status history with who changed what, when, and why
- Primary and secondary owner assignment with controlled reassignment
- Every deal linked to a real customer record and property address
- Prospect folder creation and browsing in Google Drive, straight from the deal
- Deal-linked tasks with overdue, active, and upcoming counts
- Required lost reasons so you learn why deals slip away
- Searchable queue filtered by status, owner, prospect, or address
Proposals
Professional, Versioned Proposals
Build customer-facing proposals from templates in minutes. Each proposal renders as a polished, branded story — the problem, the solution, current-condition photos, inspiration visuals, and clear pricing — and every revision is a tracked version, so you never lose sight of what the customer saw.
- Proposal templates that pre-fill scope, terms, warranty, and disclaimer content
- Pricing options for list price, sale price, financing, credit card, and ACH/check
- Automatic proposal amount math, including monthly financing calculations
- Highlighted price path so the customer sees your recommended option first
- Current-condition photos pulled from the deal folder, plus a shared image library
- Rep profile snapshots — bio, license, headshot, contact — frozen per proposal
- Version statuses: Draft, Sent, Viewed, Accepted, Rejected, Superseded, Archived
- Rendered preview before anything reaches the customer
Customer Portal
Customer Portal & Online Acceptance
Send customers a secure portal link where they can review their proposal on any device, compare versions, and respond — accept, decline with a reason, or request changes. Valor tracks views and decisions and turns customer responses into follow-up tasks for your team automatically.
- One-click publish to the portal, with automatic email delivery when a recipient is set
- Customers see current, approved, declined, and ready-for-review proposals side by side
- Published, viewed, and decision timestamps tracked on every proposal
- Structured decline reasons: price, timing, needs changes, comparing options, not ready
- Change-request feedback flows straight back into the deal workspace
- Response area locks once a decision is submitted, keeping records clean
- Portal access managed per customer, with issue, reissue, and revoke controls
- Internal portal preview so reps see exactly what the customer will see
Contracts
Agreements & Contracts
When a proposal is accepted, promote it into a versioned agreement with one action. The agreement inherits the proposal's content, applies your contract template, and publishes to the same customer portal — where acceptance is recorded with a typed name, timestamp, IP address, and device details.
- One-step promotion from accepted proposal to contract-ready agreement
- Agreement templates matched by project type, with locked contract terms
- Versioned agreements with agreement numbers; the newest is marked current
- Deposit, payment schedule, lead time, discount, tax, and HOA details captured
- Agreement locking so finalized contracts can't be quietly edited
- Portal acceptance recorded with name, timestamp, IP address, and user agent
- Customers can request changes with structured feedback instead of phone tag
- Branded PDF generation saved back to the deal's Drive folder
- Automatic follow-up tasks created when customers accept or request changes
Analytics
Sales Goal Tracking
The Sales Graph compares your company sales goal against deals closed and jobs installed over time — weekly, monthly, quarterly, or yearly. Leadership gets an instant read on whether the business is ahead of goal, lagging, or seeing timing gaps between sold work and installed work.
- Sales goal, deals closed, and jobs installed as separate chart series
- KPI totals for the selected range at a glance
- Weekly, monthly, quarterly, and yearly views with easy back/forward navigation
- Up to 10 years of yearly history for long-range trend review
- Empty periods stay visible, so a true zero never hides as a missing data point
- No spreadsheet rollups — the graph reads live business data
Performance
Sales Leaderboard
Rank your reps by sales volume, sold jobs, verified jobs, gross profit, and gross profit margin across monthly, yearly, and lifetime scopes. The board separates raw sales activity from verified profitability — so top-line heroes and bottom-line performers are both visible.
- Month, Year, and Lifetime scopes with up to seven years of history
- Sales credit split correctly across reps using Rep A / Rep B percentages
- Gross profit and margin calculated only from expense-verified jobs
- Sortable by any metric: volume, job count, verified jobs, GP, or GPM
- Team summary cards for rep count, total sales, and average margins
- Each rep's own row is highlighted so they always know where they stand
Rep Self-Service
Commission Visibility for Reps
Reps shouldn't have to ask the office where their money is. My Commissions gives every rep a personal view of upcoming and paid commission jobs — with job price, customer-paid amounts, split percentages, and a drill-down into the exact payment records behind each payout. Sales leaders get a matching admin view for answering commission questions without impersonating anyone's account.
- Upcoming vs. paid commission jobs, split automatically
- Open customer balance visible per job, so reps know what's holding a payout
- Job-level payment ledger with amounts, dates, and upfront/backend classification
- Admin commission view for finance and sales leadership oversight
- All data tied to the same finance records used for actual payouts